Commodities Mentioned:
Oil, Natural Gas, MDI, Ethylene, Polyethylene
Companies Mentioned:
Wanhua, Huntsman, Lotte Chemical, Nova Chemicals, GCP Applied Technologies
Daily Chemical Reaction
Crude Humor & Other Chemical Items
An important date for your calendar:
Key Points:
- The uptick in the oil-to-gas ratio this week spurred sector interest – we do not see feedstock benefits pulling chemical sector profit higher anytime soon, and we do not think the current ratio can last.
- Corporate items in the news today target Lotte Chemical M&A ambitions, the Wanhua 4Q19 report and Nova Chemical expansions being put on hold.
- Other items of note today range from the significant pain being felt by US crude exporters to activist pressure at GCP Applied Technologies.
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